During their recent episode, Taylor, Carlisle, and Tim Travis discussed Bank Holdings and European Valuations. Here’s an excerpt from the episode: Tobias: So, Tim, before we came on, you were selling down some of your bank holdings earlier in the year. What prompted you to do that? Tim: Well, valuation … Read More
One Stock Superinvestors Are Dumping: Is It Time to Sell?
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More